PDGIX Mutual Fund

PDGIX Mutual Fund

NAV$90.81
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Returns Overview

1 Month
+1.20%
3 Months
+4.87%
6 Months
+8.68%
YTD
+9.90%
1 Year
+18.08%
3 Years (annualized)
+14.45%
5 Years (annualized)
+9.99%
10 Years (annualized)
+13.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDGIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+9.41%
vs Peers
+0.49%

PDGIX Mutual Fund Performance

PDGIX performance across multiple time periods: 1-month 1.20%, YTD 9.90%, 1-year 18.08%, 3-year 14.45%, 5-year 9.99%, 10-year 13.41%.

PDGIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

PDGIX vs another fund shows side-by-side returns. PDGIX alternatives are available in the Mutual Fund Screener.